Login with the Credentials Provided to you in LastPass or NordPass
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Under Inbox, you will see newly assigned conversations and threads.
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Your assigned shared inbox will be displayed here.
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You will see your recent messages here. New, unread messages will be in Blue. Snoozed Messages will be in Orange
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Create new Conversations by pressing the New Conversation Button or use the keyboard shortcut, "D"
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When a new conversation is created, think of this as a blank note pad. These blank note pads are private to ONLY YOU. Nobody can see it unless you share with with them.
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Give your conversations a title so you can easily identify what the conversation is about.
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Internally, we use conversations to discuss topics or tasks outside of Clickup. Be very familiar with conversations and leaving comments. Our team uses it frequently and multiple times a day.
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Use the comment bar to type a message and to tag a member when necessary. When you're required to comment, this is where you'll add your comments.
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To tag a member or team, simply type the symbol @ to bring up the dialog for available options. You can tag your lead by @name
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It is always recommended to @mention your desired person so they receive a notification.
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Here, you'll see your newly added comments. Pay close attention that @mention was used in this comment.
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You'll notice that the person you just mentioned is now added to this conversation. They can see the contents of the entire message. Additionally, they will get a notification of your comment.
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You can assign a message or conversation directly to a team or team member by opening this dialog menu.
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You should only assign your lead or team assigned to you. It is not recommended to assign other members or other teams you are not part of.
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You can see various options to archive, snooze, delete, or star a message or conversation.
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You will notice that you are currently unable to send e-mails. This may be intentional and function is not provided to you at the moment. Do not be alarmed. Further instructions may be provided.